How to view and also add users to existing designations?

How to view and also add users to existing designations?

View Designations

  • Click on your Profile Picture and select Admin Panel.
  • Under General menu in left sidebar, click and open Designations.
  • This will list all available designations in your organization. 

Add users to Designation

There are 2 ways to add users under a designation—Designations and Users Menu

Designations Menu

  • Under Designations menu in left sidebar, hover on the designation you want to add users to, and click on the Users button. 
    This will list all users under that designation.
     
  • In the top right corner, you will find Add new option. 
  • Click on it, select the users whom you want to add and hit the Add button in bottom. 

Users Menu 

  • Under Users menu in left sidebar, click on a user to view their profile. 
  • In here, click on Edit button on top and in the Designations field choose the designation you want the user to be in. 
  • Save the changes done and it will be reflected in Cliq. 

 

 

 

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